In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses what factors are driving current expectations around rising inflation, the importance of PMI surveys as a window on the operation of the global supply chain, how lower-duration equities are faring against the backdrop of rising interest rates and how should investors consider investing the legalization of Cannabis.

The topics discussed in this episode are: What is more important to consider when viewing rising inflation expectations - increasing raw material costs or leverage levels globally?, Where were the surprises in last week’s PMI readings and what do they say about the global economy?, As rising interest rates underscore the importance of dividends to investors realizing total returns, how best to consider dividend policy?, and With Cannabis legalization gaining greater acceptance, how should investors approach a sector that has already been smoking hot?

Please tune in for more timely insights.